How do you attach a form/brochure to predefined e-mail?
Comments
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i43storage Registered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭Options@LeesaS - Does your company have a website? Instead of an attachment, you could have a link inside the letter to a pdf of the brochure (the pdf being housed on the website)?
Jean Marie
I-43 Storage0 -
We do have a website, but managers do not have access to add anything other than move in special via Sitelink.0
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i43storage Registered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭OptionsLeesaS said:We do have a website, but managers do not have access to add anything other than move in special via Sitelink.
Maybe you can convince the owners to put a PDF of their brochure(s) online.Jean Marie
I-43 Storage0 -
teamcapitola Registered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭Options
If the brochure is simple (as in ... plain text) you can add it as a "form" in Setup -- >Form Setup, then attach to email as a Letter from the account.
(I'm pretty sure you can use HTML forms too, I just haven't played around with that yet.)
Even better you could set it up as an automated event in your CRM Campaign Schedule; have it show up on your reminders (like move in welcome letters) after defining the number of days past, or a certain trigger event.
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Sue_C Daily Operations Certified, Advanced Operations Certified, Administrator Certified ✭✭✭✭✭Optionsteamcapitola said:
If the brochure is simple (as in ... plain text) you can add it as a "form" in Setup -- >Form Setup, then attach to email as a Letter from the account.
(I'm pretty sure you can use HTML forms too, I just haven't played around with that yet.)
Even better you could set it up as an automated event in your CRM Campaign Schedule; have it show up on your reminders (like move in welcome letters) after defining the number of days past, or a certain trigger event.
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